Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
Walmart
WMT
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
M&T Bank
MTB
$31.1B
| $2.51M | 0.02% |
+19,715
| New | +$2.51M |
|
277
Dell
DELL
$81.8B
| $2.47M | 0.02% |
33,660
+8,872
| +36% | +$650K |
|
278
KeyCorp
KEY
$20.8B
| $2.46M | 0.02% |
+150,023
| New | +$2.46M |
|
279
Zoom
ZM
$24.5B
| $2.44M | 0.02% |
+7,233
| New | +$2.44M |
|
280
Guidewire Software
GWRE
$18.3B
| $2.43M | 0.02% |
18,910
-14,968
| -44% | -$1.93M |
|
281
Robert Half
RHI
$3.79B
| $2.39M | 0.02% |
38,274
-8,383
| -18% | -$524K |
|
|
Y
282
DELISTED
Alleghany Corporation
Y
| $2.38M | 0.02% |
3,946
-1,886
| -32% | -$1.14M |
|
|
BERY
283
DELISTED
Berry Global Group, Inc.
BERY
| $2.37M | 0.02% |
42,156
-11,871
| -22% | -$667K |
|
|
KSU
284
DELISTED
Kansas City Southern
KSU
| $2.35M | 0.02% |
11,527
+2,613
| +29% | +$533K |
|
285
Ubiquiti
UI
$32B
| $2.35M | 0.02% |
8,446
-11,308
| -57% | -$3.15M |
|
|
B
286
Barrick Mining Corporation
B
$45.9B
| $2.32M | 0.02% |
+102,073
| New | +$2.32M |
|
287
Pentair
PNR
$17.4B
| $2.29M | 0.02% |
43,158
-25,313
| -37% | -$1.34M |
|
288
Franklin Resources
BEN
$13.2B
| $2.27M | 0.02% |
+90,980
| New | +$2.27M |
|
289
PENN Entertainment
PENN
$2.92B
| $2.24M | 0.02% |
+25,953
| New | +$2.24M |
|
290
Principal Financial Group
PFG
$17.8B
| $2.23M | 0.02% |
+44,983
| New | +$2.23M |
|
291
First Solar
FSLR
$21B
| $2.23M | 0.02% |
22,537
+3,918
| +21% | +$388K |
|
292
Toro Company
TTC
$8.04B
| $2.22M | 0.02% |
23,359
-20,326
| -47% | -$1.93M |
|
293
Aptiv
APTV
$17.1B
| $2.17M | 0.02% |
16,676
-53,523
| -76% | -$6.97M |
|
294
Stanley Black & Decker
SWK
$11.1B
| $2.17M | 0.02% |
12,151
+7,508
| +162% | +$1.34M |
|
295
Carlisle Companies
CSL
$16.2B
| $2.15M | 0.02% |
13,758
-8,400
| -38% | -$1.31M |
|
296
Qorvo
QRVO
$8.37B
| $2.14M | 0.02% |
12,886
+4,779
| +59% | +$795K |
|
297
MGM Resorts International
MGM
$10.6B
| $2.14M | 0.02% |
+67,898
| New | +$2.14M |
|
298
Hubbell
HUBB
$22.9B
| $2.14M | 0.02% |
13,619
-8,469
| -38% | -$1.33M |
|
299
PPG Industries
PPG
$24.7B
| $2.08M | 0.02% |
14,450
-46,892
| -76% | -$6.76M |
|
300
Trane Technologies
TT
$91.4B
| $2.08M | 0.02% |
14,295
-49,248
| -78% | -$7.15M |
|